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Paying a bill on a patron’s account

To enter a bill payment, open the Bills tab in the Patron

Cardholder with an Evergreen Indiana account. See also: user, customer, etc.

’s account.

Click the Bills tab to show associated account billings

IMPORTANT #

All bills on the account will be auto-selected when you load the interface.  To pay specific bills only, uncheck the bills that you do not wish to pay before entering the amount. The amount displayed in Owed for Selected will change to reflect the appropriate amount. Otherwise, payment will be applied starting at the top of the list.
Check mark the bills you wish to pay toward

Select the Payment Type from the drop-down menu. The Check Number box will only become available if the Check payment type is selected. 

Select the payment type

Enter the amount being paid.

Enter the amount being paid

In order for a receipt to print, Receipt Upon Payment  (below the bill list) must be checked.  Choose additional copies if you wish to retain a physical record at your library of the transaction.

Click Apply Payment. 

Check mark Annotate to add a note to the payment

If the Annotate box is checked, you will be prompted to annotate the payment. Use this for any special circumstances associated with the payment. 

Please annotate this payment

NOTE: It’s recommended to use the Note and Annotation fields for any information regarding a bill, especially if a Patron

Cardholder with an Evergreen Indiana account. See also: user, customer, etc.

or staff member has a question about why something was changed or forgiven. Notes can be viewed by adding the Notes column or by visiting Full Details for each bill. Highlight the bill you want to view and right-click or select Actions  and click Full Details.

The screen will refresh, and the updated balance will appear.

Total owed will show amount based on selected bills
3.11, Billing, Circulation

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